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| Provider | Service type | Compensation |
|---|---|---|
VERUS3+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 | Advisory (Plan) | $92,868 |
BENESYS, INC.3+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 88-6010564 | Contract Administrator | $61,408 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $41,020 |
US BANK3+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $33,881 |
MELISSA W. COOK & ASSOCIATES3+ years Service code 29 · EIN 95-3245809 | Legal | $27,228 |
ULLICO3+ years Filed as: UNION BANK Service code 21 | Bank Trustee | $9,273 |
NUWEST INSURANCE SERVICES2 years Service code 23 · EIN 36-1436000 1 POLARIS WAY · ALISO VIEJO, CA 92656 | Insurance services | $6,794 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, LLP Service code 10 · EIN 81-3391684 2020 CAMINO DEL RIO N,. SUITE 500 · SAN DIEGO, CA 92108 | Accounting | $5,150 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | 4.29% | -3.07%+7.4pp | -3.19%+7.5pp | 0.19%+4.1pp |
| Employer contribution / active EE | $5,618 | $12,239-54.1% | $48,658-88.5% | $13,763-59.2% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |